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Individual Investor
Ranked #380,804 out of 808,802 TipRanks' Investors
Success Rate
60%
18 out of 30
profitable transactions
Average Return
2.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.19%
6-Month Return▲ 3.81%
12-Month Return-
YTD Return▲ 7.51%
Total Return▲ 7.66%

Best Trade

Opened at
Closed at
Gain▲ 16.53%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▲ 0.14%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.86%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.25%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.35%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.27%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.66%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 0.14%
▲ 6.03%▲ 2.69%▲ 2.64%
▼ 12.86%▼ 1.27%▲ 2.86%
▼ 1.80%▼ 5.57%▼ 4.25%
▲ 1.84%▼ 0.87%▼ 1.35%
▲ 12.20%▲ 6.28%▲ 2.27%
▲ 6.24%▲ 5.14%▲ 1.69%
▲ 14.83%▲ 1.65%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
▲ 1.60%
2
Close
Jun 30, 2025
Merck & Company
▲ 3.87%
3
Close
Jun 24, 2025
Mondelez International
▲ 3.81%
2
Close
Jun 23, 2025
Blue Owl Capital
▼ 1.35%
2
Close
Jun 13, 2025
Coca-Cola
▲ 10.99%
4
Close
Jun 12, 2025
Vinci SA
▲ 10.08%
2
Close
Jun 12, 2025
Global Equity Premium Income Active UCITS ETF Unhedged USD
13.41%
▼ 1.10%
1
Open
Apr 02, 2025
iShares Global Aerospace & Defence UCITS ETF Accum- USD
▲ 9.43%
2
Close
Mar 29, 2025
Xtrackers STOXX GLOBAL SELECT DIVIDEND 100 SWAP UCITS ETF Distribution 1D
▲ 1.92%
3
Close
Mar 29, 2025
VICI Properties
13.72%
▲ 2.04%
1
Open
Mar 29, 2025
Conocophillips
▼ 5.80%
4
Close
Mar 03, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
13.74%
▼ 0.85%
1
Open
Feb 21, 2025
AMUNDI EURO STOXX 50 UCITS ETF DR - EUR (D)
▲ 13.47%
2
Close
Feb 17, 2025
Ares Capital
19.43%
▲ 9.35%
2
Buy
Feb 06, 2025
TCG BDC
▲ 4.11%
3
Close
Feb 05, 2025
VanEck Semiconductor UCITS ETF Accum A USD
▼ 0.29%
2
Close
Feb 03, 2025
Rithm Capital
12.61%
▲ 9.03%
2
Buy
Feb 03, 2025
Nvidia
▼ 11.67%
4
Close
Feb 02, 2025
iShares Listed Private Equity UCITS ETF
27.1%
▲ 1.38%
1
Open
Dec 25, 2024